A detailed history of Ima Wealth, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Ima Wealth, Inc. holds 6,799 shares of IWV stock, worth $2.33 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
6,799
Holding current value
$2.33 Million
% of portfolio
0.49%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$294.75 - $326.73 $2 Million - $2.22 Million
6,799 New
6,799 $2.22 Million
Q2 2024

Jul 25, 2024

BUY
$283.16 - $309.9 $1.93 Million - $2.11 Million
6,799 New
6,799 $2.1 Million
Q2 2023

Aug 15, 2023

SELL
$231.57 - $254.48 $6,252 - $6,870
-27 Reduced 0.4%
6,799 $1.73 Million
Q1 2021

May 13, 2021

SELL
$220.59 - $239.53 $5,735 - $6,227
-26 Reduced 0.38%
6,826 $1.62 Million
Q4 2020

Feb 08, 2021

SELL
$191.94 - $223.55 $76,776 - $89,420
-400 Reduced 5.52%
6,852 $1.53 Million
Q2 2020

Aug 13, 2020

SELL
$141.33 - $188.81 $278,278 - $371,766
-1,969 Reduced 21.35%
7,252 $1.31 Million
Q1 2020

Apr 14, 2020

SELL
$128.35 - $198.13 $14,375 - $22,190
-112 Reduced 1.2%
9,221 $1.37 Million
Q4 2019

Feb 24, 2020

SELL
$168.6 - $189.08 $98,968 - $110,989
-587 Reduced 5.92%
9,333 $1.76 Million
Q3 2019

Oct 29, 2019

SELL
$172.91 - $176.69 $57,060 - $58,307
-330 Reduced 3.22%
9,920 $1.72 Million
Q2 2019

Jul 19, 2019

SELL
N/A
-571 Reduced 5.28%
10,250 $1.77 Million
Q1 2019

May 09, 2019

BUY
N/A
4,138 Added 61.92%
10,821 $1.8 Million
Q4 2018

Jan 15, 2019

SELL
N/A
-504 Reduced 7.01%
6,683 $982,000
Q3 2018

Oct 18, 2018

SELL
N/A
-648 Reduced 8.27%
7,187 $1.24 Million
Q2 2018

Aug 01, 2018

SELL
N/A
-506 Reduced 6.07%
7,835 $1.27 Million
Q1 2018

Apr 20, 2018

SELL
N/A
-632 Reduced 7.04%
8,341 $1.3 Million
Q4 2017

Feb 05, 2018

BUY
N/A
8,973
8,973 $1.42 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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